Perissos Private Wealth Management’s Paychex PAYX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,895	Closed	-$406K	–	86
2024 Q4	$406K	Sell	2,895 -212	-7%	-$29.7K	0.3%	59
2024 Q3	$417K	Buy	3,107 +16	+0.5%	+$2.15K	0.33%	58
2024 Q2	$366K	Buy	3,091 +18	+0.6%	+$2.13K	0.33%	58
2024 Q1	$377K	Buy	+3,073	New	+$377K	0.34%	54